MANAGEMENT COMMITTEE
EXECUTIVE LEADERSHIP
Research & Investment Management
INSTITUTIONAL CONSULTING GROUP
PRIVATE CLIENT GROUP
Satricia A. Rice, JD, CFA, CIMA®*
Senior Managing Director and Head of Private Client Group
Anthony G. Micheli, CPA*
Senior Managing Director
Michael J. Moss, CFP®*
Senior Managing Director, Integration and Special Projects
David A. McClearn, CFA*
Senior Managing Director
Eileen Burkhart, CFP®, AIF®*
Senior Managing Director
Sheena Paulic
Senior Client Service Associate
Chris Markley
Client Service Associate
Administration
REPORTING AND OPERATIONS
David Mooney
Performance Analyst
Find Your Clarity
Clearstead is structured to put client's interests first through our fee-only advisory model. Clearstead is independent and believes this is central to providing objective advice to clients.

Clearstead is an institutional and private client advisory firm that is relentless in providing solutions so our clients can exceed their aspirations and build stronger legacies for their families, their communities, and themselves.
SERVICES
RESEARCH
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1100 Superior Avenue East
Suite 700 | Cleveland, Ohio 44114
216-621-1090
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